expense

Attach Receipts to Transactions

Upload or scan receipts and attach them directly to transactions for audit readiness.

Key Benefits

Photo capture
Email forwarding
Transaction linking
Audit ready

Tax authorities and auditors want to see the receipts behind your expense claims. Without them, deductions can be denied and expenses can be questioned. FiscalInsights makes attaching receipts to transactions effortless—snap a photo, forward an email, or upload a file, and the receipt is permanently linked to the right transaction in your books.

The mobile app's receipt capture is designed for speed. Open the app, point your camera at a receipt, and the photo is uploaded and processed. FiscalInsights reads the receipt using OCR and suggests which transaction it matches based on vendor, amount, and date. Approve the match, and the receipt is permanently attached. For digital receipts, forward them to your dedicated FiscalInsights email address—they're automatically processed and matched.

Audit readiness becomes effortless. Every expense in your books can have its supporting receipt just a click away. When your accountant or an auditor asks for backup documentation on any transaction, you pull it up instantly. No more digging through drawers, searching email, or realizing you lost a critical receipt months ago. Complete documentation, always accessible.

How It Works

1Snap a receipt photo using the FiscalInsights mobile app or forward email receipts to your dedicated inbox.
2FiscalInsights reads the receipt with OCR and suggests a matching transaction.
3Approve the match to permanently link the receipt image to the transaction.
4Access attached receipts from any transaction detail view, or search by vendor and amount.
5When auditors or your accountant request documentation, pull up receipts in seconds.

Try Receipt Attachment with FiscalInsights

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